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Managing your portfolio from home COVID-19

Financial Planning Dentist

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Boulder Financial Planners and Real Estate Experts
Articles
Kevin Taylor

Real Estate Risk Management: Commingling and Conversion

Commingling and conversion in real estate are two important concepts to understand. Commingling involves mixing funds together, while conversion occurs when funds are used for a different purpose than originally intended. For instance, if you’re a landlord and you deposit security deposit funds into the same bank account where you

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Market InSights
Kevin Taylor

Second COVID-19 Stimulus Niceties and Notes

We have an agreement, which means we can begin to criticize it and plan for the investment and economic effects. The bill is a litany of half measures, no long term solutions, and likely sets up a couple of battles in the next congress. Congress punted on evictions, postponing medical

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What Is a “Tax-Deferred Exchange Agreement” in a 1031 Exchange?

If you’re selling investment property and planning a 1031 exchange to defer capital gains taxes, you’ll hear about something called a Tax-Deferred Exchange Agreement. It’s not just paperwork — it’s a critical legal document that ensures your transaction actually qualifies for the tax deferral allowed under IRS rules. Without it,

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